Investor Presentaiton

3Q 2018 to 4Q 2018 Adjusted EBITDA Walk (in millions) AAM $275 ($40-$50) $238 - $256** $10-$20 3Q 2018 Adjusted EBITDA Volume/Mix/Pricing (due mainly to less production days) Synergy, Launch and Performance 4Q 2018 Adjusted EBITDA Target Improvements In 4Q 2018, we expect improved performance to partially offset impact of lower seasonal 4Q production volumes * For definitions of terms and non-GAAP reconciliations, please see the attached appendix. ** Represents implied 4Q Adjusted EBITDA based on our full year 2018 Adjusted EBITDA targets 37

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